Subscription-Based Videos

Subscription-Based Videos

499.00

Don't waste a second experimenting on sales and marketing strategies for your practice that will not work. Learn and develop skills that are effectively being used by some of the nation's fastest-growing advisors.

One time payment of $499 to receive one video per month for 12 months on topics that impact most advisors in today's marketplace. These videos are reserved exclusively for our clients and are not widely distributed.

Topics discussed on the videos will include:

How to revamp your brand so you stand apart from the other 2 million advisors in your competition

How to articulate your messaging so that you educate your prospects on the benefits of working with the type of firm you're working at: An RIA, a bank, a wirehouse, etc.

Why you're always the last one to find out about a new liquidity event (and how to be among the first)

How women and men sell differently as wealth managers

How to handle, and politely refute, prospect objections

How to navigate a good networking event and walk away with more connections and leads

Why you NEED to become better with your social media presence (it's no longer optional)

How to prospect friends and neighbors in a way that you don't damage long lasting relationships

How to get better at gaining referrals from existing client through better research

And much more!

Receive a monthly video with exercises and examples to help you bring these courses to life.